Silver Oak Securities
ILCG icon

Silver Oak Securities’s iShares Morningstar Growth ETF ILCG Stock Holding History

Silver Oak Securities’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,685
Closed -$1.59M – 859
2026
Q1 		$1.59M Buy
16,685
+14,490
+660% +$1.47M 0.12% 179
2025
Q4 		$230K Sell
2,195
-63
-3% -$6.58K 0.02% 719
2025
Q3 		$236K Sell
2,258
-12,356
-85% -$1.24M 0.02% 657
2025
Q2 		$1.42M Buy
14,614
+13,026
+820% +$1.13M 0.12% 185
2025
Q1 		$129K Sell
1,588
-12,509
-89% -$1.11M 0.01% 616
2024
Q4 		$1.28M Buy
+14,097
New +$1.25M 0.12% 178
2024
Q3 		– Sell
-6,774
Closed -$552K – 561
2024
Q2 		$552K Buy
+6,774
New +$518K 0.08% 204
2022
Q2 		– Sell
-7,269
Closed -$453K – 308
2022
Q1 		$453K Buy
+7,269
New +$464K 0.09% 173

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Clearstead Trust
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FAS Wealth Partners
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Silver Oak Securities's ILCG Position: Q2 2026 in Review

Silver Oak Securities sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2026, closing a stake of 16,685 shares — an estimated $1.59M sold.

Silver Oak Securities first reported a position in ILCG in Q1 2022 and held it in 8 quarters. The position peaked at $1.59M in Q1 2026. 352 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Silver Oak Securities reported no remaining iShares Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 16,685 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $1.59M.
  • Silver Oak Securities first reported a position in iShares Morningstar Growth ETF in Q1 2022 and held it in 8 quarters.
  • Silver Oak Securities's iShares Morningstar Growth ETF position peaked at $1.59M in Q1 2026.
  • 352 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.